$6 trn
UBS Group invested assets
As of 12/31/2024
Today’s economy is complex. That’s why our team offers a complete vision for managing wealth. Through our highly consultative process, we will help you clarify your current financial situation, identify challenges and create a comprehensive plan. A full suite of services not only tackles the issues you face today but also helps you plan strategically for the future.
We will lead the effort to develop one integrated approach by working closely with your other trusted advisors and our network of specialists. Backed by the extensive resources of UBS, we offer investment management, advanced planning and relationship management focused entirely on you, your family and your business.
We work to help you grow and preserve wealth, establish your legacy and share your values for generations to come.
Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.
Support and resources
Our UBS Optimus Foundation in the US is directly supporting emergency response, relief and reconstruction activities in Texas through our partnerships with World Central Kitchen and Team Rubicon. You can support these organizations and pool funds, together with Optimus, to increase their ability to support communities in Texas. In addition, any client donation to one of our Optimus partners will receive a 10% match from UBS.
Learn how you can get involved and make an impact through the UBS Optimus Foundation.
The UBS Optimus Foundation is a global network of separately organized and regulated, tax-exempt, charitable organizations, founded and managed by UBS, that make grants and other financial contributions to implementing partner organizations aligned with their values and objectives.
$6 trn
UBS Group invested assets
As of 12/31/2024
51 countries
Our global footprint
Global leader
UBS is a leading and truly global wealth manager